Alexander Mc Lean is a financial advisor with Merrill in Hunt Valley, MD, holding Series 66 and Series 63 licenses and bringing nine years of industry experience. He has worked at Merrill since 2008 and is currently associated with Bank of America, N.A. Aside from his advisory role, he is a co-owner of a family rental property business. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Mark Rich is a financial advisor at OSAIC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Heritage Financial Consultants. In addition to his advisory role, he manages client relationships through Mason-Dixon Planning Group, LLC, where he prepares client reviews and processes requests. OSAIC serves a diverse client base, including individual, high-net-worth, institutional, and nonprofit investors, offering a broad range of integrated brokerage and advisory services. The firm utilizes various asset-allocation tools and third-party platforms to construct and manage portfolios across multiple investment types.

John Graham Jr. is a financial advisor with Robert W. Baird & Co. in Towson, MD, holding a Series 63 designation and 39 years of industry experience. He has been with Robert W. Baird since 2009. Outside of his advisory role, he is a member of York Realty Partners Investors LLC. He is part of The DDK Group within Robert W. Baird’s Private Wealth Management practice, which serves individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers tailored consulting and portfolio management services, including discretionary and non-discretionary management, SMA programs, and a variety of traditional and non-traditional investment strategies.

Matt Hanley is a financial advisor with Wells Fargo Advisors in Hunt Valley, MD, holding a Series 66 designation and 11 years of industry experience. He previously worked at Bank of America and Merrill from 2014 to 2023. Outside of his advisory role, Hanley coaches ice hockey at both Foundations Hockey LLC and Loyola Ice Hockey, and he serves as treasurer for the Greencroft Homeowners Association. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad menu of planning options supported by proprietary research and tools. The firm’s services cover a range of needs including retirement, education, and specialized areas such as business-owner transition and sports planning.

Renee Pretorius is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and 15 years of industry experience. She previously worked with Prudential Insurance Company of America and Pruco Securities, LLC for over a decade. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products via an integrated platform.

Christian Harvey is a financial advisor at Robert W. Baird & Co. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Deutsche Bank Securities Inc for 36 years, followed by roles at J.P. Morgan Securities and JPMorgan Chase Bank. Since 2022, he has been with Robert W. Baird & Co. The DDK Group, where he works, is part of Baird’s Private Wealth Management practice and serves individuals, families, pensions, corporations, and institutional clients. The group offers tailored financial planning and portfolio management services, utilizing a range of investment strategies and overlays to meet diverse client needs.

David Stack is a financial advisor with UBS Financial Services in Hunt Valley, MD, holding Series 63 and Series 65 designations and bringing 37 years of industry experience. He has been with UBS since 2010. Outside of his advisory role, he serves on the boards of Chesapeake Shakespeare Company, a nonprofit organization, and Horizon Day Camp, which supports children with cancer and their siblings. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm uses proprietary research and model-based asset allocations to tailor client plans and operates as a broker-dealer, investment adviser, and futures commission merchant.

Joseph Andersen is a ChFC® with 41 years of industry experience, currently affiliated with OSAIC since 2025. He previously worked at Lincoln Financial Securities Corporation for 17 years and has been associated with Independent Advisers Group Corp for 19 years. Andersen also serves as an insurance agent offering accident, health, disability, fixed annuities, and traditional life insurance through Mullen Andersen & Associates. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services leveraging multiple platforms and third-party solutions to construct and manage diversified portfolios.

Paul Swenson is a financial advisor at Edward Jones with 20 years of industry experience. He holds the ChFC® designation and Series 63 and 65 licenses. His prior experience includes roles at Morgan Stanley Private Bank, Morgan Stanley, M&T Securities, and MassMutual Financial Group. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial services through a nationwide network of over 23,000 advisors and 15,000 branch offices.

Christopher Noll is a financial advisor with LPL Financial in Lutherville, MD, holding Series 63 and Series 66 credentials and two years of industry experience. His prior roles include positions at Academy Financial, Foreside Fund Services, Harborside Sales Group, and WesBanco. He has served as a notary in an investor relations capacity since 2022. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Michael Johnson is a Senior Financial Advisor with the TWN Wealth Management Group at Merrill Lynch Wealth Management. He has been part of the team since 2017 and focuses on advancing client goals by leveraging the products and services offered by Merrill and Bank of America. His role includes personal wealth planning and portfolio advice, with a detailed understanding of the Merrill Alternative Investments platform. Michael's expertise spans a range of client focus areas including divorce transition planning, family wealth management strategies, services for endowments, foundations, and non-profits, retirement planning, small business strategies, women and wealth, investment strategy, tax minimization, and retirement income. He holds the Personal Investment Advisor (PIA) designation. He earned a bachelor's degree with a double major in Mathematics and Psychology from Amherst College. Michael is involved in his community through the Ridgewood High School Alumni Association. Outside of his professional life, he enjoys spending time with family and friends, boating, and various outdoor activities.

Jacob Pollokoff is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill, he held roles in hospitality management and worked at Howard Community College and Camps Airy and Louise. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, and institutional investors.

Alyssia Solomon is a financial advisor at Merrill with a Series 66 designation and nine years of industry experience. Prior to joining Merrill in 2017, she has held positions at Endicott call center, Kelly Services USA, LLC, Lyft, and Coca Cola Refreshments/Consolidated. Outside of her advisory role, she is the owner and consultant of BMORE NATURAL HAIR, a business focused on the sale of hair products and services. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries.

Riley Dopp is a financial advisor with Morgan Stanley in Lutherville, MD, holding a Series 66 designation and seven years of industry experience. He has been with Morgan Stanley and Morgan Stanley Private Bank since 2018 and 2019, respectively, and previously worked at Financial Consulate, Diamond Detail, and Towson University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing advisory programs to individuals and institutions, including tailored financial planning supported by firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers a broad range of retail and institutional investment services.

Philip Insley III is a Series 66-licensed financial advisor with Mass Mutual Investors Services, where he has worked since 2012. He has 25 years of industry experience and also serves as an insurance broker offering life, health, fixed annuities, disability income, and long-term care insurance. MassMutual Investors Services, LLC is an SEC-registered investment adviser and broker-dealer providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, goal-based planning and offers specialized programs including divorce planning, estate settlement, and employer-sponsored planning.

Josh Webber is a financial advisor with Morgan Stanley in Lutherville, MD, holding a Series 66 credential and one year of industry experience. His prior work includes roles at Merrill and Oceaneering, as well as experience in the restaurant industry and education. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and tailored financial planning supported by firm-approved tools and global market insights.

Joseph Dankowski Jr. is a CFP®-designated financial advisor with 26 years of industry experience. He currently works at OSAIC and has previous experience at Lincoln Financial Advisors Corporation, Park Avenue Securities, Guardian Life Insurance Company, and Ids Life Insurance Company. Outside of his advisory role, he is involved in insurance-related business activities through Heritage Financial Consultants, LLC and Maryland Financial Planner, Ltd., where he offers and services various insurance products. Osaic Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a range of investment options and portfolio management tools.

David Emig is a financial advisor with Wells Fargo Advisors, holding a Series 66 designation and 25 years of industry experience. He has worked at various Wells Fargo entities since 2009 and also owns Pinnacle Wealth Management LLC, where he serves as a financial advisor. Additionally, he acts as a trustee for family members in Abingdon, MD. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory with other financial product offerings.

Christine Buckley is a financial advisor with RBC Capital Markets in Hunt Valley, MD, holding CFP® and ChFC® designations and possessing 24 years of industry experience. Her prior work includes roles at City National Bank and Huber, Weakland & Associates, Inc. She serves on the Board of Directors for the Baltimore Estate Planning Council. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm provides a range of advisory programs offering discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Alex Humphries is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that integrates advanced modeling tools, though clients are responsible for implementing and maintaining their plans.